Solomon, Steiner & Peck, Ltd.
Call today for a consultation:
216-245-0185 / 866-642-0932

How to answer key estate plan questions

One issue that Ohio residents may face when creating an estate plan is who to turn to in case of an emergency. This question may prevent individuals from creating wills and trusts or granting potentially necessary powers of attorney. Making things more difficult is the fact that there are no set rules when it comes to choosing an agent under a power of attorney or a guardian for a minor child.

To help guide the decision making process, it may be a good idea to think about which people have the skills needed to fill a given role. For instance, someone who has been appointed as an agent under a financial power of attorney should be fiscally literate enough to make educated decisions on the principal's behalf. In many cases, individuals have already chosen a family member to fill such a role even if that person may be addicted to shopping or has gone through bankruptcy.

It is important to note that those who are given this authority or asked to fill other roles do not have to be family members. They can be friends or a trusted entity. Ideally, people who have been chosen will know about that fact well before the principal gets sick or passes away.

Contacting an attorney may be an appropriate step for those who are thinking about creating a will or updating other already existing estate plan documents. Legal counsel may be able to help individuals consider their options as it relates to naming trustees, guardians for children or beneficiaries. If an individual already has an existing will, an attorney may be able to review it and ensure that it reflects the testator's current wishes.

No Comments

Leave a comment
Comment Information

2005 BBB Torch Award Recipient Recipients of the 2005 BBB Torch Award Honoring Business of Integrity

  • ASNP
  • CMBA Green Certified 2107-19
  • member of the national eldercare matters Alliance
  • Golden opportunities

We are here to help. Contact our attorneys today.   

Bold labels are required.

Contact Information

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.


Privacy Policy

Mayfield Heights Office
6105 Parkland Boulevard
Suite 140
Mayfield Heights, OH 44124

Toll Free: 866-642-0932
Phone: 216-245-0185
Fax: 216-595-2787
Mayfield Heights Law Office Map

Independence Office
Crowne Centre
5005 Rockside Road, Suite 600
Independence, OH 44131

Toll Free: 866-642-0932
Phone: 216-245-0185
Fax: 216-595-2787
Map & Directions

Westlake Office
PS Executive Centers
1991 Crocker Road
Suite 600
Westlake, OH 44145

Toll Free: 866-642-0932
Phone: 216-245-0185
Fax: 216-595-2787
Map & Directions

Mentor Office
5966 Heisley Road
Ste 201
Mentor, OH 44060

Toll Free: 866-642-0932
Phone: 216-245-0185
Fax: 216-595-2787
Map & Directions

Review Us